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What's the value of SOL if transactions are cheap?
The math behind Solana's profitability and financials. It's super simple.
Nov 9, 2023
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What's the value of SOL if transactions are cheap?
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February 2023
How I changed my mind on the decentralized casino thesis (as a go-to-market strategy)
It's not necessarily beautiful, but crypto history shows liquidity needs a bit of a kick in the beginning before you can migrate to an order book.
Feb 4, 2023
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How I changed my mind on the decentralized casino thesis (as a go-to-market strategy)
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December 2022
Diary of an over obsessed ultrasound.money user
If you have this site open 24 hours a day, you accidentally run into some insights.
Dec 16, 2022
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Diary of an over obsessed ultrasound.money user
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November 2022
10 positive (adoption) charts from crypto apps/protocols
I will continue posting up-only charts until morale improves.
Nov 29, 2022
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10 positive (adoption) charts from crypto apps/protocols
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Crypto doesn't have a UX problem
When boomers (millennials) try to solve problems zoomers don't care about.
Nov 18, 2022
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Crypto doesn't have a UX problem
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Crypto Twitter doesn't get to criticize Effective Altruism because of SBF (and vice-versa)
If you don't steelman their argument, you can't expect better treatment for yourself.
Nov 12, 2022
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Crypto Twitter doesn't get to criticize Effective Altruism because of SBF (and vice-versa)
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September 2022
How high do we want gas fees to be on Ethereum?
High gas fees leads to sexy P/E ratio, which leads to bad user experience.
Sep 21, 2022
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How high do we want gas fees to be on Ethereum?
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July 2022
A brief roadmap for UNI holders to take control of the Uniswap protocol
Can the protocol take control of itself and reduce its reliance on Uniswap Labs?
Jul 5, 2022
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A brief roadmap for UNI holders to take control of the Uniswap protocol
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June 2022
tldr; notes on the Solana Mobile Stack & Saga announcement
A compilation of noteworthy moments from NYC.
Jun 23, 2022
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tldr; notes on the Solana Mobile Stack & Saga announcement
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stETH<>ETH peg (not a peg) presents a dilemma and opportunity for ETH bulls
How low will it go? Also, not a peg.
Jun 10, 2022
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stETH<>ETH peg (not a peg) presents a dilemma and opportunity for ETH bulls
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May 2022
On the VC private vs. public market arbitrage in crypto
Why is no one buying my coins on Uniswap?
May 27, 2022
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On the VC private vs. public market arbitrage in crypto
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Preparing for a long bear market and identifying the next growth opportunities
There's no rush.
May 24, 2022
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Preparing for a long bear market and identifying the next growth opportunities
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